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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,134 | $112,750-73.3% | $103,464-70.9% | $74,546-59.6% |
| Participation rate | 48.5% | 80.9%-32.4pp | 80.5%-32.1pp | 67.2%-18.7pp |
| Annual return | 15.67% | 23.22%-7.5pp | 23.91%-8.2pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,906 | $4,880-60.9% | $4,677-59.2% | $2,624-27.4% |
| Participant deferral / active EE | $3,877 | $7,289-46.8% | $6,624-41.5% | $4,347-10.8% |
| Admin fee / account holder | $4,523 | $1,702+165.8% | $9,410-51.9% | $1,944+132.7% |